NIKKEI
The Weekly - February 7, 2025
Trump #2: Sycamore's Willow? Or just Over- Confidence hitting the ground running before incoherence & a Stumble | Crash?
Nasdaq
NIKKEI
The Weekly - January 31, 2025
Deep Blue vs Chess Masters Deep Mind vs GO Champs Deep Seek vs $9Tr Valuations Now: Algos vs Trump This should be FUN!
NIKKEI
The Weekly - January 17, 2025
Broad Based Risk Asset Gains Wingmanned by the Reversal in US 10yr Yields; The Transactional Presidency begins.......
NIKKEI
The Weekly - January 10, 2025
Chineses Deflationary & Policy Prescription pessimism lengthening shadows across G12 et al Monetary & Fiscal Policy Options as the $ maintains its rage but not its relevance?
NIKKEI
The Weekly - January 3, 2025
New Year unfolds with Fog aplenty; hopefully the Residue will provide clues as to The Revelations it signals?
NIKKEI
The Weekly - December 27, 2024
"Winds in the East, Mist coming in, Like Something is Brewing, ....On What lies in Store, All Happened Before."
NIKKEI
The Weekly - December 20, 2024
Trump's Tide has ebbed, the Yule Tide not so. Time to reflect, next Year beckons, with many a Challenge.
Japanese yen
The Weekly - December 13, 2024
Yet another illiquid Weekly move in 10yr Sovereigns; ECB Rate Decision serving to lessen the damage but not materially so as Fiscal realities arrive late to the MEGA/ MAGA..... Gala?
crude oil
The Weekly - December 6, 2024
Record setting Run for the MEGA/ MAGA Caps as the incoming 'Trump Tide' apparently does NOT Lift all Boats? BRICS soon to be on the FATF List? Who knows with DJT?
NIKKEI
The Weekly - November 29, 2024
Record Risk Asset Highs, Sovereign Bond curiosities, Brazilian Bric-a-Brac & Tales from the FX Graveyards of Dubious Propositions & Speculative Adventures.
crude oil
The Weekly - November 22, 2024
Inside Week for many an Equity Index & Narrow Ranges ex: WTI elsewhere. Clues to come from China & Japan as Risks shift away from US Risk Assets.
crude oil
The Weekly - November 15, 2024
Trump #2 going as well as Tyson #2? FOCUS: Crude's fate @ $65/bbl | US 10yr's @ 4.50% | Copper enroute > $3.55 | $/JPY Daily Reversal Friday | EUR/CHF Signal